How I work
I do not manage client capital.
I help you make decisions.
This is investment advisory,
not discretionary portfolio management.
Your capital remains under your control.
Accounts are opened in your name.
I make recommendations — you decide.
How decisions are made
I do not provide “trading ideas”.
All proposals follow the same logic:
- does it fit the required capital structure
- what role it plays
- what risk it adds
- how it affects liquidity
- what happens if things do not go as planned
Options that do not meet these criteria
are not passed to the client.
Individual investment recommendations
We enter into an agreement, you go through risk profiling,
and recommendations are delivered via email or Telegram.
I provide structured recommendations.
You decide whether to act on them.
Or not.
All accounts are in your name.
Control remains with you.
Process
The work is structured in stages.
Analysis
We review your current capital structure,
objectives, and constraints.
Architecture
We design the system:
allocation, roles, and decision logic.
Implementation
We select instruments
and build the structure.
Ongoing support
Decisions are reviewed regularly
as circumstances change.
Fees
Fully transparent.
Approximately 1% of capital per year.
Based on a separate advisory agreement.
This matters because:
- there is no incentive to push specific products
- the focus is on decision quality, not turnover
Compared to alternatives
Typically, the choice is between:
- self-directed investing
- bank or broker advisory
- funds or packaged solutions
Each has its own logic.
My role is to help you
build a system
and make decisions with clarity.
Infrastructure
I am not tied to any specific financial institution.
Work can be implemented through various providers:
- brokers and asset managers
- insurance-based investment solutions
- both domestic and international
There are also constraints:
- in some cases, qualified investor status is required
- not all providers work with Russian clients
These constraints are taken into account
when building the structure.
Common questions
Risk
Investing always involves risk.
The objective is to manage it, not ignore it.
Access to capital
The structure is designed
to preserve liquidity.
Taxes
Tax considerations are incorporated into decisions.
Specialists are involved when needed.
Scope of work
This is not a fit if you are looking for:
- a constant flow of trading ideas
- discretionary portfolio management
- guaranteed returns
This works if:
you want to understand
what is happening with your capital
and make decisions
based on a system,
rather than emotion.
First step
The process does not start with investments.
It starts with understanding your current situation.
What you already have,
how it is structured,
where the risks are,
and what can be improved
After that, it becomes clear
whether it makes sense to move forward.